Overview
Financial Information tells INGOT where to send your funds when you withdraw. It must be added before you can submit a withdrawal request — INGOT needs a validated payment method to route your funds to.
This article walks you through adding, editing, and deleting payment methods.
Step-by-step instructions
Follow the steps below to complete this process:
Adding Financial Information
- Log in to your Client Portal Dashboard.
- Go to Funds Management → Financial Information.
- Select the financial method you want to add (bank account, card, or crypto wallet).
- Complete the required fields.
- Submit the request.
Reviewing, editing, and deleting saved methods
- Once added, your methods appear under "Payment Methods Details" on the same page.
- The Action column lets you review, edit, or delete any saved method.
Own-name rule
- All Financial Information must be in your own name.
- The bank account holder, card holder, or crypto wallet owner must match your INGOT account name.
- INGOT does not process third-party withdrawals.
Troubleshooting
If you run into issues, the most common causes and fixes are listed below.
Your Financial Information was rejected
- This usually happens when the name on the payment method doesn't match your INGOT account name, or when the details submitted are incomplete or incorrect. Correct the details or add a different method. If you're unsure, contact Customer Experience via live chat.
You want to update or replace a saved payment method
- On the Financial Information page, find your saved method in the Payment Methods Details table and use the edit or delete options in the Action column.
Frequently asked questions
Q: Why do I need to add Financial Information?
A: It tells INGOT where to send your funds when you withdraw. It's required before your first withdrawal.
Q: Do I need Financial Information before my first deposit?
A: No — only before your first withdrawal. You can deposit and start trading without adding it.
Q: How do I edit or delete a saved method?
A: On the Financial Information page, use the Action column next to each saved method.
Q: Do my details need to be in my own name?
A: Yes. All Financial Information must be in your own name. INGOT does not process third-party withdrawals.
Related articles
- How to withdraw funds
- Understanding INGOT Funds Management